Summary
CHAT
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 69.03% Volatility 34.25% Sharpe 2.31
Official loaded data — not a live quote.

ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF

Symbol: CHAT

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 17/05/2023

Latest date: 17/07/2026

Current price: $81.94

Expense ratio: 0.75%

Assets under management
$2.1B
2.42% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-15.41%

Ann. -6.99% (Sharpe / Sortino numerator)

Volatility

45.89%

Sharpe ratio

-0.231

VaR 95%

-4.18%

CVaR 95%: -4.96%
Max drawdown: -10.52%
Sortino ratio: -0.403
Calmar ratio: -0.66

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.12%

Ann. 21.24% (Sharpe / Sortino numerator)

Volatility

36.06%

Sharpe ratio

0.488

VaR 95%

-3.87%

CVaR 95%: -4.50%
Max drawdown: -10.93%
Sortino ratio: 0.752
Calmar ratio: 1.94

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

37.48%

Ann. 5.22% (Sharpe / Sortino numerator)

Volatility

33.35%

Sharpe ratio

0.048

VaR 95%

-3.86%

CVaR 95%: -4.53%
Max drawdown: -16.28%
Sortino ratio: 0.069
Calmar ratio: 0.32

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

69.03%

Ann. 82.68% (Sharpe / Sortino numerator)

Volatility

34.25%

Sharpe ratio

2.308

VaR 95%

-3.48%

CVaR 95%: -4.78%
Max drawdown: -16.28%
Sortino ratio: 3.219
Calmar ratio: 5.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

129.91%

Ann. 35.77% (Sharpe / Sortino numerator)

Volatility

31.50%

Sharpe ratio

1.020

VaR 95%

-3.40%

CVaR 95%: -4.66%
Max drawdown: -31.34%
Sortino ratio: 1.356
Calmar ratio: 1.14

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

178.64%

Ann. 51.57% (Sharpe / Sortino numerator)

Volatility

29.93%

Sharpe ratio

1.603

VaR 95%

-3.06%

CVaR 95%: -4.23%
Max drawdown: -31.34%
Sortino ratio: 2.235
Calmar ratio: 1.65

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.237%

Best day

5.808%

15/06/2026
Worst day

-9.558%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $80.00 $83.30 $78.61 $81.94 768,600
16/07/2026 $86.02 $86.31 $83.19 $83.73 1,132,200
15/07/2026 $89.93 $90.15 $86.19 $88.42 491,100
14/07/2026 $90.00 $90.24 $88.01 $88.79 419,600
13/07/2026 $89.20 $89.50 $87.30 $87.63 476,500
10/07/2026 $91.01 $92.23 $90.30 $91.74 391,000
09/07/2026 $92.33 $93.18 $91.33 $92.39 775,600
08/07/2026 $86.82 $89.97 $86.82 $89.81 771,700
07/07/2026 $88.00 $88.56 $85.87 $87.60 593,500
06/07/2026 $90.29 $92.05 $90.00 $91.00 304,800